Tesla won the championship in global sales in 2021, no suspense BYDIs expected to be the first in the country
Author: Wei Wen
[ 比亚迪在2021年汽车销量达到了73万辆，同比增长75.4%；新能源乘用车全年销量59.37万辆。 ]
Tesla and BYD have respectively handed over their 2021 report cards. The sales of these two new energy car companies have both seen rapid growth, pushing China and the world’s new energy vehicles into the fast lane.
Recently, Tesla announced the delivery data for 2021. Its global delivery volume reached 936,200 vehicles, an increase of 87.2% year-on-year. If nothing else, the delivery of nearly one million vehicles will help Tesla continue to win the 2021 global new energy vehicle sales champion. So far, Tesla has not separately disclosed its sales in the Chinese market, but comprehensively, BYD’s sales in the domestic new energy vehicle market are slightly better than Tesla.
Tesla electric vehicles have been in short supply since 2021, and the current domestic Model 3 and Model Y pick-up cycle has been stretched to 12-16 weeks. In 2022, Tesla’s Berlin Gigafactory in Germany and Ooster Gigafactory in Texas, USA will be put into production, and the expansion of the Shanghai plant will also enter the EIA stage. Some foreign media reported that Tesla’s total production capacity in 2022 will reach 2 million vehicles, doubling the current production capacity of 1 million vehicles. Affected by the good news, on the first trading day of 2022 (January 3), Tesla’s US stocks rose 13.53%, and the stock price closed at $1199.78.
BYD, which has been claimed by Tesla as the world’s new energy sales champion since 2019, has firmly maintained its position as the domestic new energy vehicle leader. It is expected to continue to successfully hold the domestic new energy vehicle sales crown in 2021. BYD’s car sales reached 730,000 in 2021, a year-on-year increase of 75.4%; the annual sales of new energy passenger vehicles was 597,700, a year-on-year increase of 231.6%. In December last year, BYD sold 98,000 passenger vehicles, of which new energy vehicles accounted for nearly 95%.CITIC SecuritiesThe research report predicts that BYD’s new electric passenger vehicle sales will be 1.27 million in 2022. With the existing 200,000 orders, the annual delivery is expected to reach 1.5 million.
China’s rapidly expanding new energy vehicle market has benefited many new energy vehicle companies. In addition to BYD and Tesla, the sales of electric vehicles in many car companies have also achieved substantial growth in 2021.
Xiaopeng Motors, among the new domestic car manufacturers, delivered 98,100 vehicles in 2021, a year-on-year increase of 263%. It is only one step away from the annual delivery of 100,000 vehicles. The new domestic car manufacturers will be delivered in 2021. NIO’s delivery volume increased by 109.1% year-on-year, and the cumulative delivery volume reached 91,400 vehicles throughout the year, ranking second among the new forces; the ideal vehicle’s annual delivery volume was 90,500 vehicles, an increase of 177.4% year-on-year, and the annual delivery volume ranked Ranked third among the new forces.
In 2022, “Wei Xiaoli” will continue to expand its product lineup. CITIC Securities released a research report saying that the sales of Weilai, Ideal and Xiaopeng are expected to reach 162,000, 147,000 and 200,000 respectively in 2022.
As a “fist” product of Volkswagen’s electrification, the ID. family has achieved a total of 70,600 sales since its first product was launched at the end of March last year. From the trend point of view, the monthly sales of the ID. family are increasing month by month. In December last year, the delivery volume reached 13,787, and the delivery volume exceeded 10,000 for four consecutive months. In addition, in 2021, the annual sales of SAIC’s new energy products for passenger vehicles reached 161,000, a year-on-year increase of 107%, and the sales of new energy vehicles accounted for more than 20%.
“In 2022, ChinaGuoxin EnergyThe average market penetration rate of automobiles is expected to reach 20%. “Cui Dongshu, secretary-general of the Travel Federation, said in an interview with a reporter from China Business News.
According to data from the Travel Association, from January to November 2021, the retail sales of new energy vehicles in China reached 2.514 million, an increase of 178.3% year-on-year, and the penetration rate was 13.9%, which was a significant increase from the 5.8% penetration rate in 2020. Many industry insiders told CBN reporters that China’s new energy vehicle market will continue to grow at a relatively fast rate in 2022, and there are radical views that the penetration rate of the new energy vehicle market will reach 30% in 2022.
According to the “Notice on the Promotion and Application of Financial Subsidy Policies for New Energy Vehicles in 2022”, starting from January 1, 2022, the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021. With the further decline of subsidies, some automakers adjusted their prices. A salesperson from a Shanghai car manufacturer told reporters that after December 31, 2021, the subsidized price of all models will increase by 5,400 yuan. Tesla, Volkswagen, GAC E’an, Nezha Automobile and other automakers have successively announced that after subsidies in 2022, their prices will be adjusted upwards according to the decline in subsidies.
In addition, the new energy vehicle market will usher in more “players” in 2022. Niu Chuang Auto, established by Li Yinan, the founder of Mavericks Electric, will also begin delivering products to the market in 2022. Multinational car giants such as Toyota, Honda, and General Motors will also launch more competitive pure electric new vehicles in 2022.
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